Institutional Ownership
Fidelity Merrimack Str Tr
CUSIP 316188606INVESTMENT GR BDFIGBQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
55
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Heartland Bank & Trust Co | 1.11M | $47.97M |
| 2 | Raymond James Financial Inc | 290.6K | $12.51M |
| 3 | Osaic Holdings, Inc. | 285.2K | $12.27M |
| 4 | Clarity Retirement & Wealth, LLC | 209.2K | $9.00M |
| 5 | Anson Capital, Inc. | 205.2K | $8.83M |
| 6 | Advyzon Investment Management, LLC | 174.6K | $7.52M |
| 7 | Commonwealth Equity Services, LLC | 71.4K | $3.07M |
| 8 | Kestra Advisory Services, LLC | 71.4K | $3.07M |
| 9 | Wealth Enhancement Advisory Services, LLC | 64.8K | $2.79M |
| 10 | Noble Wealth Management Pbc | 57.1K | $2.46M |